UMBF icon

UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
Pitcairn
Pennsylvania
$447K
WIM
252
WealthPlan Investment Management
Nebraska
$445K
EWA
253
EP Wealth Advisors
California
$445K
CIM
254
Cambria Investment Management
California
$443K
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$437K
USAA
256
United Services Automobile Association
Texas
$431K
FT
257
Fiduciary Trust
Massachusetts
$413K
TRCT
258
Tower Research Capital (TRC)
New York
$413K
PA
259
Profund Advisors
Maryland
$410K
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$408K
LRPA
261
L. Roy Papp & Associates
Arizona
$407K
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$404K
PCM
263
Polymer Capital Management
New York
$404K
S
264
SignatureFD
Georgia
$401K
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$401K
NEWAS
266
N.E.W. Advisory Services
Wisconsin
$391K
CGH
267
Crossmark Global Holdings
Texas
$383K
FCT
268
First Community Trust
Iowa
$377K
GS
269
GTS Securities
New York
$374K
FNA
270
First National Advisers
Nebraska
$372K
AWS
271
Atria Wealth Solutions
New York
$368K
AA
272
ALPS Advisors
Colorado
$356K
OR
273
Olympiad Research
Connecticut
$355K
MML Investors Services
274
MML Investors Services
Massachusetts
$352K
AAS
275
Avantax Advisory Services
Texas
$347K